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CIK: 0001868491
Total reported value
$218.3M
$218.3M
126 檔
19.1%
At the close of Q4 2025, Pinnacle Wealth Management Group, Inc. disclosed equity holdings valued at approximately $218.3M, spread across 126 reported holdings.
Pinnacle Wealth Management Group, Inc. executed strategic sector rebalancing during Q4 2025, establishing 8 new positions while fully exiting 11 holdings and trimming 49 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | UITB | Victoryshares Core Intermedi | ETF-Other | 4.52% | -3.40% | EXIT | |
| 2 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 4.24% | -0.43% | +2.23% | |
| 3 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 4.19% | -0.01% | +2.01% | |
| 4 | USTB | Victoryshares Short-term Bon | ETF-Other | 4.03% | +3.63% | +4.46% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.80% | -0.05% | +0.60% | |
| 6 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 3.51% | +0.51% | -3.00% | |
| 7 | QFLR | Innovator Nasdaq-100 Mf ETF | ETF-Tech | 3.40% | -0.05% | +1.84% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 3.24% | +0.74% | -1.33% | |
| 9 | SFLR | Innovator Eqty Mgd Floor ETF | ETF-Other | 3.06% | +0.03% | +1.76% | |
| 10 | VXUS | Vanguard Total Intl Stock | ETF-Other | 3.06% | -0.06% | +3.83% | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.98% | -2.29% | +2.58% | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.78% | -0.26% | +2.40% | |
| 13 | MS | Morgan Stanley | Stock-Financials | 2.75% | -0.37% | -2.16% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.74% | -0.09% | +3.24% | |
| 15 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 2.41% | -0.16% | +3.88% | |
| 16 | PAPR | Innovator U.s. Equity Power | ETF-Other | 2.22% | — | -2.87% | |
| 17 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 2.19% | +0.28% | +2.59% | |
| 18 | GNOV | Ft Vest US Equity Moderate B | ETF-Other | 1.91% | -0.01% | — | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.77% | +0.04% | -0.61% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 1.62% | +0.35% | -0.17% | |
| 21 | PDEC | Innovator U.s. Equity Power | ETF-Other | 1.57% | +0.01% | +7.46% | |
| 22 | KBWB | Invesco Kbw Bank ETF | ETF-Other | 1.56% | -0.11% | +1.63% | |
| 23 | AGI | Alamos Gold Inc-class A | Stock-Materials | 1.46% | +0.05% | +5.18% | |
| 24 | VPU | Vanguard Utilities ETF | ETF-Other | 1.41% | -0.18% | +1.88% | |
| 25 | XLV | Ss Health Care Select Sector | ETF-Other | 1.41% | +0.09% | +2.26% | |
| 26 | SPHD | Invesco S&p 500 High Dividen | ETF-Large Cap & Growth | 1.39% | -0.06% | +0.45% | |
| 27 | PJUN | Innovator U.s. Equity Power | ETF-Other | 1.32% | — | -0.32% | |
| 28 | BUG | Global X Cybersecurity ETF | ETF-Other | 1.20% | — | +2.12% | |
| 29 | NGDN | New Gold Inc | Stock-Other | 1.19% | — | -36.85% | |
| 30 | PSEP | Innovator U.s. Equity Power | ETF-Other | 0.94% | -0.02% | -1.03% | |
| 31 | DDTL | Invtr Eq D Di 10 B ETF - Jul | ETF-Other | 0.85% | -0.05% | — | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.73% | +0.06% | -1.85% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.73% | +0.21% | -2.48% | |
| 34 | PFEB | Innovator U.s. Equity Power | ETF-Other | 0.70% | -0.01% | -8.05% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.68% | -0.04% | -1.13% | |
| 36 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.67% | -0.03% | -11.99% | |
| 37 | PMAY | Innovator U.s. Equity Power | ETF-Other | 0.64% | -0.03% | -68.41% | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.60% | -0.03% | -3.39% | |
| 39 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.60% | -0.04% | +7.36% | |
| 40 | RSG | Republic Services Inc | Stock-Industrials | 0.56% | -0.04% | -0.38% | |
| 41 | SKE | Skeena Resources LTD | Stock-Other | 0.54% | +0.10% | +130.90% | |
| 42 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.53% | -0.14% | -11.51% | |
| 43 | PPTA | Perpetua Resources CORP | Stock-Other | 0.52% | +0.10% | — | |
| 44 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.52% | -0.03% | -5.11% | |
| 45 | ABBV | Abbvie Inc | Stock-Healthcare | 0.52% | -0.01% | -0.77% | |
| 46 | POCT | Innovator U.s. Equity Power | ETF-Other | 0.46% | -0.01% | +90.13% | |
| 47 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.45% | — | -0.95% | |
| 48 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.42% | -0.04% | — | |
| 49 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.39% | -0.01% | -0.05% | |
| 50 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.38% | -0.01% | — |
According to official SEC Form 13F filings, Pinnacle Wealth Management Group, Inc. reported a total U.S. public equity portfolio value of $218.3M across 126 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including UITB, VMBS, TBIL) accounted for 19.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
GNOV
市值: $3.8M
Top Position Liquidated / Trimmed
BMAR
前期市值: $448.9K
During Q4 2025, Pinnacle Wealth Management Group, Inc.'s top holdings by market value included UITB (4.5%)、VMBS (4.2%)、TBIL (4.2%). The largest single position, UITB, represented 4.5% of total portfolio value.
In Q4 2025, Pinnacle Wealth Management Group, Inc. made 108 total portfolio adjustments, initiating 8 new buys, adding to 40 positions, trimming 49 holdings, and fully liquidating 11 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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